+51.6%
IBIT vs CAH
+176.7%
-125.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.4% |
| 7D | -6.2% | +3.9% | -10.1% | -6.0% |
| 30D | -14.4% | +16.0% | -30.4% | -13.7% |
| 3M | +12.5% | +19.1% | -6.6% | +13.5% |
| 6M | -11.9% | +53.0% | -64.9% | -10.2% |
| YTD | -18.7% | +36.6% | -55.3% | -17.2% |
| 1Y | -29.9% | +37.4% | -67.3% | -28.6% |
| All | +51.6% | +176.7% | -125.1% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CAH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling